GUEST EDITORIAL SAFEPLAN - a method for addressing uncertainty in forest planning
"To improve planning cost-effectiveness and increase the efficiency and realism of plans"
Juan Pablo Cerda
Timberline, Vancouver
A bit of background
In British Columbia (BC) 95% of forest land is publicly owned, and harvesting is done under license. Licensees prepare Forest Development Plans (FDPs), which detail areas proposed for harvest over the next 5 years. Preparation and revision of these plans allow for discussion and resolution of complex planning issues including competing interests, economic feasibility, social acceptability, and environmental protection. 301 FDPs are prepared Province-wide per year. The annual cost for preparing and reviewing FDPs exceeds $32 million in BC. In spite of these resources, actual outcomes of forest management routinely differ from those described in the original FDPs because of incomplete knowledge when planning about natural disturbance events, changes in social values or policy, and economic cycles. This uncertainty leads to an average of 2,700 FDP amendments per year . The annual cost of preparing and reviewing these amendments exceeds $12 million. Furthermore, frequent amendments and unexpected outcomes undermine public confidence in the planning process.
To improve planning cost-effectiveness and increase the efficiency and realism of plans, a method for Spatially Analyzing Forest PLANning outcomes and uncertainty (SAFEPLAN) has been developed by myself and Steve Mitchell, RPF at the University of British Columbia’s department of Forest Sciences.
SAFEPLAN method
SAFEPLAN is a GIS-based method used to:
1) assess forest development planning outcomes by comparing planned and actual harvesting,
2) identify factors contributing to discrepancies between planned and actual harvesting,
3) evaluate associations between factors contributing to these discrepancies and biophysical attributes of the landscape,
4) provide feedback within the planning process and improve the knowledge base.
SAFEPLAN consists of five consecutive steps:Step 1. Compilation of information
Maps of planned and actual harvesting are compiled in ArcView®. A data-table describing legal and biological features of cutblocks is associated with each resulting layer (Figure 1 - click here).Step 2. Preparation of grid cells and centroids
Geographic boundaries of the area of planning are digitized in a new layer. This layer is then gridded (100*100 metres), and converted to a point-shape file. Each 1ha cell inherits a centroid (Figure 2 - click here).Step 3. Attachment of feature data
Image layers and data tables resulting from Step 1 are spatially joined to the 1 ha cells resulting from Step 2. As a result, clicking on any centroid within the area of planning displays a window describing planned and actual harvesting, legal history and biological features of individual cells (Figure 3 - click here).Step 4. Querying the data
Formulas are created to examine particular themes and to answer specific questions upon querying the data table resulting from Step 3 (Figure 4 - click here). Indicators of planning efficacy (a.k.a how uncertainty affects planning efficacy) are estimated.Step 5. Investigating causes of unexpected outcomes
For areas of discrepancy (e.g. planned harvesting does not occur or unplanned harvesting does occur), or where indicators of forest planning efficacy are unexpectedly high, causes are investigated. Patterns of spatial association with natural disturbances, areas with high social value and ecosystem attributes are quantified (Figure 5 - click here).Applications of the SAFEPLAN method
SAFEPLAN was applied to forest development planning occurring between 1995-1999 in a 41,000ha unit within the Arrow Timber Supply Area. The history of the 1,914 ha that were proposed in FDPs for harvesting during that period of time was tracked. Of the area proposed for harvesting, only 27% was actually harvested. In the first year following proposal in an FDP, 44% of cells were dropped. Some of the indicators of planning efficacy estimated were:
Indicator Value Meaning Proposed / Harvested 7.3 7.3 ha were proposed for each ha harvested Proposed / Approved 3.7 3.7 ha were proposed for each ha approved Approved / Harvested 2.2 2.2 ha were approved for each ha harvested Approved / CP Issued 1.3 1.3 ha were issued CP for each ha approved CP Issued / Harvested 1.5 1.5 ha were harvested for each CP Issued ha One third of the cells for which harvest was approved were not harvested. Forty % of these unharvested cells were located in areas growing stands with marginal merchantability (economic uncertainty), 30% were located either in visually sensitive areas or in community watersheds (social uncertainty), and 16% were in areas reserved from cutting to meet FPC wildlife habitat requirements (policy uncertainty). Eleven % of cells were harvested without being proposed in any FDP. These were mostly located in areas of mountain beetle outbreaks and in edges of old cutblocks where windthrow occurs (ecosystem uncertainty).
From this application of SAFEPLAN, recommendations were made to licensees to improve planning efficacy, such as:
1) Identify priority subsystems (e.g. timber markets; community watersheds) and the information needed for decisions concerning them,SAFEPLAN also highlighted ways in which the government could improve the context in which planning is conducted in BC, such as:
2) improve the accuracy of forest cover updates;
3) standardize the spatial data needed for planning;
4) use more fully the analytical capabilities of GIS for spatial and non-spatial problem analysis;
5) select the best modelling tools (e.g. methods for forecasting market shifts, timber operability, scenario planning);
6) put in place new methods for effective public participation, to detect present and future social concerns.· Incorporate flexibility to the rigid scheme that requires very precise location of harvesting in FDPs;Forest planning processes in BC are in transition and new legislation is expected in 2003. These changes will be jeopardized if people do not trust what is being done in the forest. Accountability, therefore, becomes one of the cornerstones of the planning process. The SAFEPLAN method can help managers to spatially evaluate uncertainty during plan development. By retrodicting performance of past plans, some undesirable outcomes can be anticipated and confronted. Uncertainty can be discussed with the public and agencies, and potential scenarios can be worked out in advance. Present uncertainty can be refined in the landscape. When amendments to the plan(s) have to be made, they can be better explained both to agencies and to the public through mapped uncertainty using documentation developed through SAFEPLAN. Future amendments will be reduced by selecting better predictive tools and ways of acquiring knowledge.
· Move some contents of FDPs to higher-level strategic planning (e.g. clarification of landscape scale objectives). The test for tactical plans becomes their consistency with these desired conditions;
· Stand behind the results of the planning process and assist the licensees in resolving situations where social/policy uncertainty prevents harvesting approved and CP issued blocks.
Juan Pablo is a Forest Engineer trained at the Universidad Austral of Chile. During 1995-1999 he worked on an environmental assessment for the Chilean Environmental Agency. In September 2002 Juan Pablo completed a Master of Forestry at the University of British Columbia. Since October 2002 he has been working with Timberline-Vancouver as a Resource Analyst.Currently Timberline develops new applications for SAFEPLAN. Some of these applications will be tested in strategic and tactical planning improvements by West Fraser in the Caribou Forest Region.
Inventory...A History: Part 2
"Transportation and access remained more or less unchanged, with the exception of improved transportation infrastructure, improved trucks, and utilization of helicopters for aerial surveying, the latter arguably providing the greatest single contribution to the inventory process before and since."
Mike Sandvoss
Timberline, Prince George
By the late 1930’s the provinces were moving away from the ‘crop surveys’ of the timber cruisers, to the more economics focused forest surveys able to provide a level of information to enable a forest to be managed for sustainable fiber production; the focus was still on forest (tree) management. The focus remained on the ‘merchantable and mature stands’ as defined then, with little effort in immature stands, recent burns, and such.
The area covered by inventories increased every decade, with programs established in almost every province, with varying degrees of surveying detail. The surveying methods remained relatively unchanged (and would continue to remain unchanged for many more decades), with field crews accessing inventory project areas by floatplane, truck (where trucks and roads existed), and boat.
Aerial photos only started to be used for inventory purposes in the early 1930’s, and by the early 40’s had become the primary method for surveying and mapping forest cover type boundaries onto the planimetric base maps. The increased use of aerial photographs introduced a significant cost saving to inventory work, as it allowed for less intensive field visitation. Field visitation requirements were dropped to half of what they had been previous to this technological innovation. Another technological innovation, punch cards, were now allowing inventory data to be coded and exist separately from the maps for easier tabulation and reporting.
Most inventories being carried out were still broad based, but were collecting and enabling the reporting on of more and more data. As well, depletions due to natural and anthropogenic factors were also beginning to be tracked. By the early 1960’s, inventories of varying degrees of detail and based on varying scales of photographs had been completed across Canada. Usually, on completion of one broad level ‘reconnaissance’ inventory, another more detailed inventory was starting up shortly thereafter, as the need for more information and greater resolution became evident. Field work began to move away from sample strips and transects, to stratified random sampling, and authoritative sampling. Transportation and access remained more or less unchanged, with the exception of improved transportation infrastructure, improved trucks, and utilization of helicopters for aerial surveying, the latter arguably providing the greatest single contribution to the inventory process before and since.
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These were the days of true ‘classification’, where field measured attributes were averaged and collapsed into larger unit classes for reporting…a practice that was to remain in effect for another five decades in British Columbia, and longer in some other provinces.
During the mid 1960’s, growing environmental pressures (extremely light when compared to today’s standards) were driving those agencies responsible for completing and maintaining forest inventories, to report (at least at a cursory level) on some non-forest, non timber-volume generating cover types. A slow move towards the full vegetation inventories that would begin to crop up two decades later was starting. In addition, the inventories themselves, though built on the foundation of reporting on timber values, were being used quite successfully for purposes beyond their initial design.
To meet some of these additional use-pressures, new technologies were being investigated and applied to enhance the now routine re-inventory process being followed that would see a continuous upgrade and updating of the inventories now in place across Canada. Based on available provincial funding and requirements, technologies such as digital mapping, GIS, 70mm large scale photography (investigated and applied in BC and Ontario in the early 1980’s and in Alberta in the late 1980’s), and satellite imagery, to name just a few, were sought out for ways to improve the amount of readily obtainable and cost effective information that could be collected to assist with the improvement of the inventory processes.
At the same time, through the increasing use of now relatively cheap computers (in the 286 league and slower), the possibility now existed to assign absolute measured attributes to forest cover types, rather than the broad attribute classes that had been integral to the ‘classified’ inventories of the previous 70 years. However, some provinces were to hold onto ‘classified’ attributes for decades to come.
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During the early 1980’s it became apparent that even more information was required to properly manage not only the forest (timber) resources but all resources and resource values. Numerous inventory concepts began to take shape many of which were supported by the emergence of new technologies. The numerous forest inventories across Canada began to be augmented by province specific inventories such as Recreation Inventories, Visual Landscape Inventories, Ecological Inventories, etc.
Next issue: Replacement of the traditional forest cover inventories with vegetation inventories and the introduction of new technologies.
On The Web http://www.metla.fi/silvafennica/
View the "Silva Fennica" Journal online. The Finnish Society of Forest Science and the Finnish Forest Research Institute publish this journal containing research articles, review articles, research notes, discussion papers, book reviews, and information on forthcoming events. Register free of charge for full length articles.http://www.fao.org/forestry/fo/country/nav_world.js
The Food and Agriculture Organization of the United Nations presents country profiles with forestry related information such as:www.dfait-maeci.gc.ca/menu-en.asp
- geography
- forest cover
- plantations
- fires
- policy
- management
- protected areas
- forest services
- products and trade...
Search information on business development missions, individual country/market information, global calendar of events, and international trade news.
Biometrics: Not Just Growth and Yield "it's a five step process for understanding natural patterns and relationships that is applicable to any biological question."
Dave Downing
Timberline, Edmonton
Biometrics is defined as "the statistical analysis of biological observations and phenomena: - a simple definition with a broad spectrum, depending on your perspective. If you are a forester, biometrics points the way to improved forest management through a better understanding of forest productivity. If you are a range manager, biometrics provides a tool for determining safe and sustainable grazing levels on both population characteristics that help in resource allocation decisions. If you are responsible for reclamation and restoration activities, biometrics helps you to decide what techniques work well to meet your objectives.
Biometrics involves more than just statistical analysis - it's a five step process for understanding natural patterns and relationships that is applicable to any biological question.
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- Define Problem, Questions: Clearly state the problem and the questions that may arise from it. Do they require qualitative and/or quantitative answers? If quantitative answers are needed, then data analysis is implied. If qualitative answers are needed, are data required for support?
- Define the Approach: How should the question (s) be addressed? If new data are required, what should be collected?
- Assemble the Data: Collect new and /or existing data and pass it through quality checks - do all of the values fall within acceptable limits or belong to acceptable categories, and are the relationships between different values correct? Is there 'noise' in the data that necessitates fine tuning prior to analysis? Are there biases that need to be recognized and treated appropriately?
- Conduct the Analysis: Conduct or refine the analyses chosen in step 2. Is a simple summary of the data required? Are techniques to reveal or clarify relationships between different variables needed? Wo will use the results? How should the results be verified?
- Communicate the Results: Record and report the process and the results. What conclusions can be drawn from the analysis? Was the problem resolved, or are there further issues that need to be dealt with? Is it necessary to repeat the process from a different perspective, or with enhanced data.
Exporter Confidence Soaring, says EDC "Trade confidence has recovered nearly to where it was in 2000"
Toronto -- October 28, 2002
Export Development Canada
Canadian export sales continue to recover across many industries and are expected to rise by 6 per cent next year, according to the latest global export forecast released by Export Development Canada (EDC)."The global economy is at the mid-point of a rough crossing and will take until the end of next year to reach home," says EDC vice-president and chief economist Stephen Poloz. "When seas are rough, it can be difficult to tell whether the tide is coming in or going out but calmer waters are on the horizon."
EDC forecasts world economic growth of 2.6 per cent this year and 3.5 per cent next year. Canada's economy is expected to grow by 3 per cent this year, supported by a gradual return of export sales to early-2001 levels, and to expand by 3.7 per cent next year.
"The threat of terrorism, loss of faith in corporate behaviour, weak stock markets and the possibility of a broader war in the Middle East have created a level of financial and economic volatility rarely seen," says Poloz. Chief among these was the series of revelations of corporate malfeasance. The resultant decline in world stock markets has raised concerns that consumers in Europe, the U.S., Japan and Canada - nearly 65 per cent of the world economy - may falter.
But Poloz believes there have been two profound shifts in consumer psychology; a new willingness on the part of consumers to live for today and a loss of faith in equity markets. "What this means is that consumer spending will not track declining consumer confidence as closely as it has in the past. Weak stock markets will be less likely to cause lower future spending and weaker economic growth. And it means that the increased interest in real estate is unlikely to be a passing fad."
Most industry sectors are expected to benefit next year from stronger global economic conditions. Commodities and other raw materials will also see a better pricing environment. The sectors where weak demand will linger are telecommunications, computers, aerospace and ground transportation equipment. Global demand for industrial machinery and equipment will also be slow to recover because of high levels of excess capacity in many industries.
This year, exports of services, consumer goods, autos, metals, chemicals, plastics and fertilizers are offsetting declines in telecommunications equipment, computers, transportation equipment, grains and forestry products. Export growth will likely end this year at 1 per cent over 2001.
Asia is again expected to offer the best opportunities for Canadian companies selling abroad next year and sales should rise by 12 per cent, building on the 5 per cent increase this year. Exports to the U.S. should increase by 5 per cent next year following a 1 per cent rise this year. Sales to Western Europe, Japan and South America should also rebound next year after decreasing this year while export prospects in Central and Eastern Europe are expected to be strong with growth of 9 per cent next year.
The U.S. economy should achieve 2.7% growth next year and Mexico's growth will accelerate to above 4 per cent. South America will lag this upturn, but will show significant improvement nonetheless, especially Brazil and Chile. Europe will post growth next year of 2.7 per cent but growth will be higher in the emerging economies of Eastern and Central Europe. Growth in Africa should average 3.5 to 4 per cent next year.
Provincially, next year should see the emergence of more balanced growth across the provinces. This year, Newfoundland and Labrador are leading all other provinces with about 20 per cent growth over the previous year. Ontario and P.E.I. were the only other provinces to grow their export sales this year.
The build-up in global economic momentum will remain gradual, like the recovery of the early 1990s. Investment is not expected to rebound strongly, as excess capacity will persist and companies will invest only to reduce costs. Labour markets will remain lacklustre in the U.S., Europe and Japan, and will probably cool in Canada.
"Global competition will continue to be fierce, profit margins will remain tight, and corporate stress and bankruptcy rates will be well above average in this environment," adds Poloz.
Poloz expects central banks to refrain from raising interest rates in the next few months but as evidence of the incoming tide accumulates, rates will be raised both in Canada and in the U.S. by as much as 2 percentage points by the end of 2003. By early next year, some of the same economic conditions that prevailed early this year will reappear, and the Canadian dollar should appreciate in that environment to about 70-cents US late next year.
The Executive Summary of the Global Export Forecast is available at :
www.edc.ca/docs/ereports/gef/EFindex_e.htm?Ad_ID=HPGEFeEDC provides trade finance and risk management services to Canadian exporters and investors in up to 200 markets. Founded in 1944, EDC is a Crown corporation that operates as a commercial financial institution.
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Pikangikum's Whitefeather Forest Initiative Successfully Launches Into Third Planning Year
"we are a First Nation on the move and we are taking charge of our economic future"
April 4, 2002
Wawatay News
The recent announcement of funding support for the Whitefeather Forest Initiative of Pikangikum by the Northern Ontario Heritage Fund has been welcomed by the Chief and Council of the First Nation. A contribution of $726,000 by the Heritage Fund will support Year #3 Planning Activities of a 5year workplan of the First Nation to develop the initiative. "This is very good news for us." said Deputy Chief Paddy Peters of the official funding announcement by Ontario Minister of Northern Development Dan Newman. Referring to the Minister's announcement, Peters went on to add, "It is good to hear the Minister affirm how our First Nations can and should initiate and lead our own resource-based community economic development initiatives for our people. The way to success is for our First Nation to be in the driver's seat on these types of resource-based initiatives. It is good to hear Mr. Newman affirm that initiatives like the Whitefeather Forest Initiatives can achieve success when they are rooted in our culture, our traditions and our way of life. Our Whitefeather Forest Initiative is a good news story for our people. We need people to understand that we are a First Nation on the move and that we are taking charge of our economic future. We are responding to the needs and priorities of our people."
Year 3 Planning activities for the initiative will include Community-based Land Use Planning and Biophysical Data Collection projects. The biophysical data collection will be carried out by the First Nation through its co-venture partnership with Timberline Forest Inventory Consultants. "Through our partnership, which is majority owned by us, we remain in charge of the whole process." said Councillor Samson Keeper from Pikangikum. "The information we are developing is owned by our community. For example, at the end of our Forest Resource Inventory (FRI) development process, we will have the most sophisticated knowledge of our forests. We will have precise knowledge of their commercial value and potential. We are confident that our FRI will exceed all existing data standards used in the industry in Ontario at the same time. Outside industrial companies will not have this information. We will. This will help us meet the direction our Elders gave us to know exactly the value of our forests and why outsiders are so interested in them. It will allow us to take the lead in the development of positive future partnerships for the sustainable harvest of timber resources within our traditional territories. " Keeper added.
Councillor Keeper went on to note how the Whitefeather Forest Initiative fits into the new "information economy" in a special way. He said, "The biophysical data we are collecting is only part or our information gathering process. This information will complement the comprehensive documentation of our First Nation knowledge of our traditional territories that our own membership are carrying out right now. We have a complete 4 work station computer mapping network. It is located in our Small Business Centre. This is where our Community Research Team works. We are proud of the work of our Community Research Team. Their work documenting our indigenous knowledge in a form that we can use in discussions with potential partners and others will be very useful in our Community-Based Land Use Planning discussions."
The Whitefeather Forest Initiative was begun by Pikangikum in 1996. Building on the work of the First Nation to establish its own laundromat, hotel, restaurant, independent power business, Whitefeather Waters outpost camp network and other businesses, the Whitefeather Forest Initiative emphasizes the participation of Pikangikum members in all of its aspects. In the more than $4 million in planning activities being carried out at present and starting in April, Pikangikum members have been involved throughout. Samson Keeper emphasized the importance of this. He said, "We have a four person Community Research Team. We have trained another group of Pikangikum youth in GIS data entry. They will be employed in loading digital map data this coming year. Last year, we trained a group of people in biophysical data collection. They will be working again this summer. As our partnership expands so will our capacities and skills. We will stay in the driver¹s seat in our initiative." Keeper added.
Pikangikum Council expressed concern that their good news stories should be welcomed by the non-native community. They feel that for too long outsiders have stereotyped Pikangikum people. This saddens and frustrates them. They believe that outsiders, including government officials, do not make enough effort to understand them. They emphasize that the First Nation has lots of good news stories. They would like outsiders to learn and understand who Pikangikum people really are. While they cherish their traditions and customs, they also know what they want. Council members note that Pikangikum people are on their healing path. "We know that through hard experience that we must be in the driver's seat in terms of our economic future. Success on our healing path depends on putting all of our trust, faith, and love in the Creator and then acting to live the traditions that have been passed on to us. We are on our way." concluded Deputy Chief Peters.
For more information on the Pikangikum/Timberline relationship, Whitefeather Forest Management Corp, please contact Tony Saint - Timberline, Edmonton.
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